An essential feature of Vault is its automation capability, which enables you to automate specific processes within the system. You can set up triggers to ensure that Vault automatically handles tasks in alignment with your office policies. These triggers can be configured at the office level and for individual agents or users.

You will need system admin access to set up Office Triggers. Learn more about User Management Settings.

Contents:

• Video Tutorial
• Step by step
• Take me through LIVE

Step by step

1. Go to: Settings/My Settings > Automation > Triggers

2. If you are a system administrator, select the tab for the type of trigger you would like to set

• Office Trigger (Applies on a database level) or
• My Triggers (Applies to your user's data where you are the Marketing Contact #1)

2. Click on Add New Trigger in the bottom right-hand corner

3. This will open the Add/Edit Trigger Screen, where you can start building your desired trigger

4. You can select the Type (Event or Date based), which will determine the corresponding setting fields

5. Once selected, you can set the desired event trigger, the action, and any further specific settings required based on the trigger selected

6. You can tick or untick the Live: tickbox to enable or disable the trigger

7. Click Save 

TIP: To further automate your processes, try pairing triggers together either simultaneously or in tandem.

Additional information

If using a Date Based trigger and selecting on Date/Pipeline/Anniversary (Contact or property based), we provide the option to add further custom contact or property dates. Learn more about how to set up date fields.

Should you like to set an automatic action to send an email, Designly template, SMS, or attach an action list, these will be required to be set up prior. More information on how to set up these templates can be found via the below knowledge article links: 

• eMarketing (Set Up Email Responses)
• eMarketing (Set Up SMS | TXT Responses)
• Creating and Assigning Action List

If you select a date-based trigger, you can also select the trigger's delivery time.

• Morning = 9 am local time
• Afternoon = 1 pm local time

Within My Triggers, we can filter by users to whom you have PA access. We also provide the ability to set up a trigger on behalf of a user you have PA access to when selecting the Scope of the trigger.